MJP
Michael J. Puzo’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-470
| Closed | -$275K | – | 76 |
|
|
2024
Q4 | $275K | Buy |
+470
| New | +$275K | 0.08% | 65 |
|
|
2015
Q4 | – | Sell |
-9,110
| Closed | -$1.75M | – | 106 |
|
|
2015
Q3 | $1.75M | Hold |
9,110
| – | – | 1.24% | 32 |
|
|
2015
Q2 | $1.88M | Buy |
9,110
+450
| +5% | +$92.7K | 1.21% | 32 |
|
|
2015
Q1 | $1.79M | Hold |
8,660
| – | – | 1.14% | 32 |
|
|
2014
Q4 | $1.78M | Buy |
8,660
+7,425
| +601% | +$1.53M | 1.17% | 31 |
|
|
2014
Q3 | $243K | Hold |
1,235
| – | – | 0.17% | 77 |
|
|
2014
Q2 | $242K | Buy |
+1,235
| New | +$242K | 0.17% | 70 |
|